Q: My customer is unable to open proposal link sent by text message - what should I do?
Apple has a security precaution that iOS takes with messages from unknown/untrusted senders. https://help.thehaystackapp.com/en/articles/5185709-iphone-text-sms-url-not-hyperlinked-here-s-the-fixThis means that the first time a user sends an HTTP link within a txt message to a new contact, this HTTP URL/link will not be clickable. The customer has to copy and paste the link into a browser in order to open the proposal.
Q: How do I change the order of items on my proposal?
In the Generate proposal tab, tap on "Rearrange" in the top pane.
To change the order, drag the items by tapping and holding on the four dots on the left of each item.
Drag items to the bottom of the screen in order to create a new section.
Q: How do I hide the prices of line items?
In the Generate proposal tab, tap on "Configure" in the top pane.
Toggle between "Detailed", "Concise" and "No details" to choose how much you want to show.
đĄ For more fine grained display settings, toggle "Component quantities" and "Component prices" in the "Adjust install detail" box.
Q: How do I change the monthly or annual total?
In the Generate proposal tab, tap on "Configure" in the top pane.
Choose between the radio dial options under "Subtotals"
Platform notes (iOS vs Android)
The steps are the same on iOS and Android
Please contact [email protected] if you need help or have questions.